Holdings of ZACKS INVESTMENT MANAGEMENT
644 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 27.1 % of the equity sleeve
Sector breakdown
- Technology 20.2 %
- Financials 14.2 %
- Industrials 12.4 %
- Health care 10.3 %
- Communication 8.7 %
- Consumer staples 7.5 %
- Consumer discretionary 6.7 %
- Energy 4.8 %
- Utilities 2.6 %
- Real estate 1.0 %
- Funds 0.7 %
- Materials 0.2 %
- Unattributed 10.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- TW 0.0 %
- NL 0.0 %
- GB 0.0 %
- IL 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 638 | 12.2B $ | 99.96 % |
| 2 | TW | 1 | 3.1M $ | 0.03 % |
| 3 | NL | 1 | 897.3K $ | 0.01 % |
| 4 | GB | 2 | 507.7K $ | 0.00 % |
| 5 | IL | 1 | 316.8K $ | 0.00 % |
| 6 | KY | 1 | 8.6K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 601 | iShares Core Dividend Growth ETF | 3,086 | 216.6K $ | |
| 602 | iShares U.S. Technology ETF | 1,187 | 215.3K $ | |
| 603 | Ciena Corp | 554 | 215.3K $ | |
| 604 | iShares Russell Mid-Cap Value | 1,471 | 214.3K $ | |
| 605 | First Trust Exchange-Traded Fund IV | 4,298 | 214.1K $ | |
| 606 | Air Products and Chemicals Inc | 736 | 213.8K $ | |
| 607 | Ingredion Inc | 1,888 | 212.7K $ | |
| 608 | Intapp Inc | 8,258 | 212.1K $ | |
| 609 | State Street SPDR Portfolio Ag | 8,255 | 211.5K $ | |
| 610 | Archer-Daniels-Midland Co | 2,863 | 208.1K $ | |
| 611 | iShares Trust | 985 | 208K $ | |
| 612 | Blackstone Inc | 1,806 | 207.7K $ | |
| 613 | AutoZone Inc | 61 | 206.7K $ | |
| 614 | Welltower Inc | 1,038 | 205.2K $ | |
| 615 | Select Sector Spdr Trust | 5,025 | 205.2K $ | |
| 616 | Energy Transfer LP | 10,518 | 203K $ | |
| 617 | iShares MBS ETF | 2,133 | 202.5K $ | |
| 618 | Medpace Holdings Inc | 422 | 202.5K $ | |
| 619 | Avis Budget Group Inc | 1,383 | 201.8K $ | |
| 620 | Fair Isaac Corp | 189 | 201.3K $ | |
| 621 | Paychex Inc | 2,184 | 201.2K $ | |
| 622 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 931 | 200.2K $ | |
| 623 | Royce Small Cap Trust Inc | 10,788 | 179.1K $ | |
| 624 | Mission Produce Inc | 12,374 | 170.3K $ | |
| 625 | Conagra Brands Inc | 10,418 | 163.8K $ | |
| 626 | Rithm Capital Corp | 15,855 | 150.3K $ | |
| 627 | Paysign Inc | 24,725 | 145.9K $ | |
| 628 | Compass Inc | 17,741 | 129.7K $ | |
| 629 | Gladstone Land Corp | 11,868 | 121.1K $ | |
| 630 | American Coastal Insurance Corp | 10,590 | 119.1K $ | |
| 631 | SoundHound AI Inc | 10,251 | 70.4K $ | |
| 632 | Telos Corp | 16,685 | 69.9K $ | |
| 633 | Backblaze Inc | 19,900 | 68.7K $ | |
| 634 | Lloyds Banking Group PLC | 13,387 | 67.3K $ | |
| 635 | Ares Commercial Real Estate Corp | 12,839 | 61.6K $ | |
| 636 | Stitch Fix Inc | 12,564 | 41.6K $ | |
| 637 | Clear Channel Outdoor Holdings Inc | 16,017 | 38K $ | |
| 638 | Petco Health & Wellness Co Inc | 13,540 | 37.6K $ | |
| 639 | Solesence Inc | 37,955 | 36K $ | |
| 640 | OPKO Health, Inc. | 24,665 | 28.1K $ | |
| 641 | PERASO INC | 19,126 | 19.3K $ | |
| 642 | eHealth Inc | 13,918 | 18K $ | |
| 643 | Beauty Health Co/The | 19,524 | 17.4K $ | |
| 644 | Canaan Inc | 19,830 | 8.6K $ | |